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| Sherman Wealth Management LLC
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| |
|---|---|
| CRD # | 281093 |
| SEC # | 801-131124 |
| CIK # | |
| AUM | $112.2 MM (2024-08-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 240-428-1622 |
| Address | 9841 Washingtonian Blvd Gaithersburg, MD 20878 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 39.6 |
| (b) Individuals (high net worth individuals) | 32 | 68.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 112.2 |
| By Discretionary | ||
| Discretionary | 348 | 104.0 |
| Non-Discretionary | 54 | 8.2 |
| Total | 402 | 112.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.2 | |
| Total | 402 | 112.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Montgomery Financial Services LLC
✚
|
MD | 0.1 |
|
Kelly Wealth Management Inc
✚
|
MI | 0.1 |
|
Third Sigma Investment Advisors LLC
✚
|
DE | 0.1 |
|
Anchor Pointe Wealth Management LLC
✚
|
MO | 0.1 |
|
Breachway Investments LLC
✚
|
RI | 0.1 |
|
Iowa Wealth Management LLC
✚
|
IA | 0.1 |
|
FLP Wealth Management LLC
✚
|
AR | 0.1 |
|
Pinnacle Asset Management Group Corporation Inc
✚
|
LA | 0.1 |
|
South Bay Financial Partners Group Inc
✚
|
CA | 0.1 |
|
Twin City Private Wealth LLC
✚
|
NC | 0.1 |